+302.0%
ROIV vs RRX
+49.1%
+252.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.3% |
| 7D | +22.3% | -0.7% | +23.0% | +22.5% |
| 30D | +16.9% | -8.0% | +24.8% | +19.0% |
| 3M | +43.9% | -25.1% | +69.0% | +51.9% |
| 6M | +41.6% | -18.3% | +59.9% | +45.5% |
| YTD | +92.7% | +14.2% | +78.5% | +83.8% |
| 1Y | +210.2% | +13.0% | +197.1% | +194.6% |
| 3Y | +231.8% | +4.2% | +227.6% | +209.2% |
| 5Y | +319.8% | +17.9% | +301.9% | +273.4% |
| All | +302.0% | +49.1% | +252.9% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling